We’ve chosen Voya Financial Advisors to be our new broker/dealer.

The other aspects of your account when you join us will remain the same; your advisor remains the same; our contact info (except email address) remains the same; your account stays with Pershing; online access stays the same (with your new user ID and password); your statement looks the same.

In short, other than initial forms, this change will be essentially transparent to you.

Why Voya Financial Advisors

You’ve asked, “Why did you choose Voya?” Though we love the orange rabbits and squirrels, that wasn’t why.*

We joined Voya Financial Advisors (Voya Financial’s broker/dealer subsidiary) for the reason we do everything. We care about our clients’ interests and well-being.

Inherent in that is constantly looking for ways to serve you better. After evaluating our options and careful deliberation, we felt Voya’s mission and goals most closely aligned with ours – always give your client the best you can. That’s exactly what we demand from our broker/dealer.

In addition to having big company resources to support its entrepreneurial company goals and values, our evaluation found much more … icing on the cake, so to speak:

World's Most Ethical Companies 2016

Voya Financial was added to Fortune magazine’s 2015 Fortune 500 list (at #268). This marks the company’s entrance onto the list. Voya had $11 billion in total revenues in 2014, the second-highest ranked new entrant to the Fortune 500. Voya has the power to make its goals realities.

Newsweek Green Rankings 2016


In 2015, Voya Financial was named one of the World's Most Ethical Companies® by the Ethisphere ® Institute, the global leader in defining and advancing the standards of ethical business practices. This was the second consecutive year Voya was so honored.

Voya Financial is recognized as one of the Top Green Companies in the U.S. for 2015 by Newsweek magazine, ranking 78 of the 500 U.S. companies to earn the designation for corporate sustainability and environmental impact.

Bottom line – We chose Voya because

what it believes and does matches what we believe and want for our friends and clients

We’re proud to be part of Voya Financial Advisors

*However, we do love ‘em. How can you watch these and not?! Click image to play.